Copper + Dotloop

Create loops in Dotloop for new leads in Copper

Effortlessly streamline your lead management process by connecting Copper and Dotloop. With this workflow, each time a new lead is added in Copper, a loop will be created in Dotloop, ensuring seamless organization and tracking of your real estate transactions. Save time and stay organized with this efficient Copper-to-Dotloop automation.

Effortlessly streamline your lead management process by connecting Copper and Dotloop. With this workflow, each time a new lead is added in Copper, a loop will be created in Dotloop, ensuring seamless organization and tracking of your real estate transactions. Save time and stay organized with this efficient Copper-to-Dotloop automation.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    DotloopDotloop
    Create Loop

    Triggers when a new loop is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It